Kari Werner
Des Moines, IA (USA)
Role(s):
Founder/Owner/Principal
Merkley Wealth Associates
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Startup
Location:
Clive
Industry:
Finance
Year Founded:
2009
Number Employees:
1-10 people
Business Stage:
Growth (not profitable)
Entity Type:
Sole Proprietorship
Description:
Merkley Wealth Associates is a female owned financial advising firm. We specialize in empowering women with their finances, small business sucession planning as well as estate planning.
We are in the infant growth stage of building our firm. Our goal is to build a team of female financial coaches as well as our trusted advisors (accountant, attorney, property and casualty, mortgage broker etc.) all located in the same facility as to better serve our clients.
We focus on our clients "full" financial portfolio and we work with people from all different walks of life and economic status. Our motto is: If you have money you need us, if you don't have money you really need us.
My business partner and myself look forward to speaking with anyone interesting in our goals and inspriations.
Thank you.